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Carolyn Roberts

Managing Director

Leading Edge Investment Advisors

United States, California, San Francisco

About Me

Carolyn joined LEIA in 2010 as a Senior Vice President, and has over 30 years of institutional investment experience, working with public, corporate, endowment, foundation and Taft-Hartley plans, conducting client policy, asset allocation and asset/liability modeling reviews, manager research and evaluation, portfolio risk modeling, construction and transitions, and custodial trustee and third-party administrator searches. Carolyn’s institutional experience includes working as a senior investment consultant at Milliman, Inc. where she provided a full range of consulting services across multiple asset classes. Previously, Carolyn was Risk Management & Institutional Research Manager at

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Profile Information

Managing Director

Leading Edge Investment Advisors

Investment Team

Investor

Fund of Funds

San Francisco

California

United States

Jun 30, 2025

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